API Endpoints Supporting Subscription Groups

As Chargify continues to evolve the way you can manage subscription groups,  new API endpoints have been added that give you the option to easily navigate and view:

  • Groups 
  • Members of the groups
  • Balances of group accounts

Cancellation and reactivation of the entire group can happen through a single API call. In addition, groups can now have their own service credits and prepayments, apart from individual member subscriptions. 

For more information on our API endpoints supporting subscription groups, see our documentation here >

Additional Information in our API Endpoint

As the Chargify product continues to evolve, additional data has also been added to our API Endpoints to ensure all data is accessible when and how you need. Several recent updates to our API include:

Components API

  • product_family_name field added
  • conditional pagination added
  • query enhancements

Products API

  • Products#index pagination added
  • price_point_name field added
  • query enhancements

Coupons API

  • product_family_name field added
  • query enhancements

Events API

  • customer_id field added
  • filtration by multiple types added
  • query by datetime parameters

Offers API

  • per_page settings enabled
  • product_family_name, price_point_name, coupon_id, coupon_name fields added

For more information on our API, please see our documentation here >

A/R Dashboard and Export Updates

It is now possible to filter based on invoice status within the Accounts Receivable Dashboard. This filter is especially useful when working with invoices that are past due or in a 'Collections' status. All filters have also been moved to the top of the dashboard and now filter the results across the entire dashboard.

Refunds and service credits are also now included in the Accounts Receivable Export, fully rounding out the content to include a wholistic view of open A/R.

For more information on the A/R Dashboard and Export, please see our documentation here >

Cancel and Reactivate Subscription Groups

The Subscription Group functionality within Chargify is evolving to make it easier for you to process changes for all Subscriptions within a group. The first update which has been released is the ability to cancel and / or reactivate all Subscriptions within a specific group. 

To learn more about Subscription Groups, see our documentation

Multi-Currency Support For Events-Based Billing

In a global economy it is more important than ever to price and sell your products and services in ways your customers want to buy. To support you in this effort, we have introduced enhanced multi-currency support for our Events-Based Billing. This means you can now define your multi-attribute pricing in any currency. An example of this for a Marketing SMS Company is charging $0.10 for a US based customer sending messages to the UK and £0.046 for a UK based company sending the same messages.

To learn more about Multi-Currency support, see our documentation >

Updates to Renewal Email Timings

Making sure your customers know when their trials are ending and paid subscriptions are going renew is now easier with some updates we have made to our renewal email notifications. With these updates, it is now possible to configure the timing and email content for you trial subscription notification. It is also now possible to configure the timing of subscription renewal emails based on the product your customer is subscribed to. This updated timing functionality is especially useful for companies who must follow state mandated renewal standards.

To learn more about the Chargify Renewal Emails, see our documentation >

Improved Subscription Management in SalesForce

We understand a swivel chair integration between your billing and CRM systems is less than ideal. Because of this we are continually investing in our new (v3) Chargify to SFDC integration and are making it easier than ever to manage your subscriptions directly in SalesForce. Recent updates allow administrators to complete the following directly in Salesforce:

  • Initiate Cancellations
  • Reactivate Subscriptions
  • Clear Pending Cancellations
  • Put Subscriptions on Hold and Resume them
  • Give / Deduct Service Credits

If you are interested in learning how the Chargify to Salesforce integration can make your life easier, please reach out to your Customer Success Manager or Chargify support.
For more information about these subscription actions or our Salesforce integration, see our documentation >

Manage Multiple Merchant Accounts per Gateway

It is now possible to connect multiple merchant accounts to the same gateway within Chargify. This enhancement makes it easier to:

  • Manage merchant accounts across geographies while leveraging the same gateway
  • Manage specific transaction types to specific merchant accounts within the same gateway
  • Stay within transaction limits on specific merchant accounts
  • Manage multiple currencies with gateways who require a merchant account per currency

A customizable gateway handle has also been added to make merchant accounts easy to distinguish between.

If you would like additional information on Chargify’s multiple merchant per gateway support, please see our documentation



Enhanced Product Specific Dunning

It is now possible to configure your dunning communications based on the products you are selling - allowing you even more control and flexibility when communicating with your customers.

Product Level Dunning allows you to specify different dunning content and schedules depending on the product being sold. This enhancement also works well with the existing customer type dunning and dunning exemption functionality. With this you can now take into consideration different product specific risk profiles or engagement requirements - giving you the most flexible dunning yet. 

If you are interested in leveraging product level dunning, please reach out to your Customer Success Manager or Chargify Support.

For more information on product level dunning, see our documentation >

Chargify + Forte Team Up!

Chargify is partnering up with one of the biggest payment industry leaders to help you scale your payment solutions. The initial release will offer Credit Card processing, ACH (US merchants) , and EFT (Canadia merchants). 

Click here to see how you can leverage Forte for your payment collections.

To have your existing Forte account turned on within you Chargify account, please contact your Customer Success Manager or Chargify Support.

For more information on the Chargify + Forte Integration, see our documentation >

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